Carlton Asset Management Ltd

Independent Financial Adviser  Bank House, Bletchingley, Surrey, RH1 4PB
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FCA authorised
Last authorised 19th October 2020
Experienced at implementing solutions to meet your current needs and future goals.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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Mortgage protection
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Next home / Remortgaging
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
Jason Coppard
Director & Financial Planner
About us

Carlton Asset Management Ltd have been advising clients for over 35 years on all aspects of Financial Planning. We are committed to providing a dedicated service to all our private and corporate clients by building long-term, dynamic and flexible financial plans.

Our services

Unbiased and impartial independent financial advice to guide you through the various stages in your life.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
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    Face to face

Bank House, 5 High Street, Bletchingley, Surrey, RH1 4PB

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